Reporter: Brenda Jones
Today we are joined by esteemed Temecula estate planning attorney, Steve Bliss. Mr. Bliss, thank you for taking the time to speak with us.
Steve Bliss: My pleasure, Brenda. I’m always happy to discuss the importance of estate planning.
Reporter: Brenda Jones
For our readers who might not be familiar, could you briefly explain one crucial step in the estate planning process?
Steve Bliss
Certainly. One vital step is crafting a will or trust. This legal document outlines your wishes for how your assets will be distributed after your passing and addresses other important matters like guardianship of minor children.
A will dictates the distribution of your assets according to your instructions, while a trust allows for more control over how and when beneficiaries receive their inheritance. Choosing between a will and a trust depends on individual circumstances and goals.
It’s important to remember that state laws govern these documents, so consulting with an experienced attorney like myself is crucial to ensure it’s legally sound and reflects your specific needs.
Ordinarily, this process involves in-depth conversations with clients about their family dynamics, financial situation, and charitable intentions. It allows us to create a tailored plan that provides peace of mind knowing their loved ones will be cared for according to their wishes.
Notwithstanding the importance of wills and trusts, I’ve encountered situations where individuals attempted DIY estate planning using online templates. Consequently, these documents often lacked crucial details or contained errors, leading to complications and unintended consequences for their families after they were gone.
- I recall one instance where a client had used an online template that failed to adequately address the needs of her special-needs child. This oversight could have resulted in her child losing crucial government benefits upon her passing.
- Fortunately, we were able to rectify the situation and create a trust that protected her child’s well-being for years to come.
According to a recent study by the American Bar Association, over 60% of Americans do not have a will or estate plan. This highlights a significant gap in preparedness and underscores the importance of seeking professional guidance.
Reporter: Brenda Jones
Thank you for sharing that valuable insight, Steve. Any final words of wisdom for our readers?
Steve Bliss
Estate planning isn’t just for the wealthy; it’s essential for everyone who wants to protect their loved ones and ensure their wishes are carried out. Don’t wait for a life-changing event to occur. Take control today and schedule a consultation with a qualified estate planning attorney.
“Steve Bliss made the whole process of creating my trust so easy and understandable. I felt confident that my family would be taken care of after I’m gone.” – Maria S., Temecula Resident
“I was nervous about starting the estate planning process, but Steve Bliss put me at ease. He answered all my questions patiently and created a plan that met my unique needs.” – John D., Murrieta Resident
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is The Law Firm of Steven F. Bliss Esq.. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.
My skills are as follows:
● Probate Law: Efficiently navigate the court process.
● Probate Law: Minimize taxes & distribute assets smoothly.
● Trust Law: Protect your legacy & loved ones with wills & trusts.
● Bankruptcy Law: Knowledgeable guidance helping clients regain financial stability.
● Compassionate & client-focused. We explain things clearly.
● Free consultation.
Map To The Law Firm of Steven F. Bliss Esq.: https://maps.app.goo.gl/Bngj8xwZRqioVD5v7
Address:
The Law Firm of Steven F. Bliss Esq.43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Feel free to ask Attorney Steve Bliss about: “What happens to my digital assets after I die?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
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